Why ANZ Self Managed Super?

The ANZ Self Managed Super pricing illustration provides you with an overview of the one-off costs involved with setting up a new SMSF or transferring across an existing SMSF, as well as the ongoing annual costs involved in administrating an SMSF through our service.

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What are the costs?


This interactive tool helps you understand the costs of ANZ Self Managed Super, simply select
whether you are new to SMSF or transferring an existing SMSF.

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How to apply or find out more

New SMSF

Setting up a new SMSF is easy. It only takes around 15 minutes to get started.

How do I set up a new SMSF?

Transfer SMSF

We support the full transition of your SMSF. It only takes around 15 minutes to get started.

How do I transfer a SMSF?

Over the phone

Call us Monday to Friday, 8.30am to 6.00pm (AEST) or send us an email.

Call 1300 326 875 Call 1300 326 875

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Setting up a new SMSF Show more

The online application takes approximately 15 minutes to complete. Once completed, our SMSF specialists will be in touch to help you with the rest.

Setting up your SMSF is so much easier with ANZ Self Managed Super, as we’ll help you through every step of the process:

1. Set up a trust deed We’ll arrange for your SMSF trust deed which sets out the rules of your fund, to be prepared. We’ll also notify you if any super rules change in the future that affect the standard trust deed.
2. Register with the ATO We’ll register your SMSF with the ATO. This includes arranging your Tax File Number (TFN), Australian Business Number (ABN) and registering you for GST if required. If you select a corporate trustee, we will also arrange for it to be registered with ASIC.
3. Open a bank account We’ll establish an ANZ V2 PLUS bank account for your SMSF. Just fill out the application form provided, then sign and return it to us. This bank account is mandatory as all fees of the service will be debited from it.
4. Rollover your existing super We’ll help you with any transfers and rollovers from your existing super funds, including an existing SMSF if you have one.
5. Start making contributions We’ll show you what you need to do to contribute to your SMSF. We’ll even keep an eye on your contributions and alert you if you ever get close to your contributions caps.
6. Prepare an investment strategy We can arrange for a financial adviser to help you match your SMSF’s investment strategy to your goals and consider your insurance needs.
7. Monitor your investment strategy We’ll alert you if your investments deviate from your investment strategy. 
8. Manage your SMSF investments We can start you off with ANZ Term Deposits and an ANZ E*TRADE share trading account at set up, so you’ll be ready to invest immediately.

 

What do I need to provide when I apply?

When you’re ready to set up your new SMSF it’ll help to have the following information handy:

  1. The name you want to use for your SMSF.
  2. Trustees’ dates of birth, addresses, contact details and tax file numbers.
  3. Valid IDs like driver’s licence, passport or Medicare card for each trustee.

With our help, setting up your SMSF will be quicker and easier than ever.

 

Who’s eligible to be an SMSF trustee?

In general, anyone who’s at least 18 years old can be a trustee, as long as they:

  • Don’t have a legal disability e.g. mentally impaired.
  • Have never been convicted of an offence involving dishonesty.
  • Have never been subject to a civil penalty order under superannuation laws.
  • Have never been disqualified by a regulator (like ATO or APRA).
  • Have never been considered insolvent under administration.
  • Are not an undischarged bankrupt.

A company cannot be a trustee if:

  • A responsible officer of the company (such as a director, secretary or executive officer) is a disqualified person.
  • A receiver, official manager or provisional liquidator has been appointed to the company.
  • Action has started to wind up the company.

Trustee structure: Individual or corporate?

One of the first decisions you’ll need to make when setting up your SMSF is the trustee structure.

Individual trustees allows:

  • Up to 4 members who are also trustees. You can set up your super fund with only one member, however an additional trustee must be appointed.
  • No member is an employee of another member, unless they are related.
  • No trustee is paid for their duties or services as a trustee.
  • All trustee members have a say in the administration and investments of the fund.
  • Generally costs less to set up and administer than a corporate trustee. However, all fund assets must be held in the names of all fund trustees – which can cause additional complexities and costs if a change of trusteeship is required.

Corporate trustees also allows:

  • Up to 4 members but can facilitate a single member fund without involving any other parties as the member can be the sole director of the corporate trustee.
  • Each member of the fund is a director of the company.
  • Each director of the corporate trustee is also a member of the fund.
  • No member is an employee of another member, unless they are related.
  • A corporate trustee is not paid for its services as a trustee.
  • No director of the corporate trustee is paid for their duties or services as a director in relation to the fund.
  • All trustee directors have a say in the administration and investments of the fund.
  • Generally involves additional paperwork, administrative costs as well as ASIC fees. However, it provides more flexibility by making it easier and more cost efficient to add or remove members from an existing SMSF. Also SMSF assets and personal assets are clearly separated which can have added benefits like protecting individual directors from personal liability claims.

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Important information Show more

E*TRADE Australia's standard brokerage for domestic equities is for the first trade of the month, $19.95 for trades up to $5,000 in value; $24.95 for trades between $5,001 - $10,000 in value; $29.95 for trades between $10,001 - $28,000 in value; and 0.11% for trades over $28,000.  For the second and subsequent trades for that month, $19.95 for trades up to $18,000 in value; then 0.11% for trades over $18,000.

Share Trading: ETRADE Australia Securities Limited (trading as E*TRADE Australia) (ABN 93 078 174 973, AFSL No.238277) is the provider of the ANZ E*TRADE online investing service. E*TRADE Australia is a subsidiary of ANZ but is not an authorised deposit-taking institution under the Banking Act. When you become a customer of E*TRADE Australia, it will open an E*TRADE ANZ Cash Investment Account (Cash Account) on your behalf. ANZ is the issuer of the Cash Account. Apart from any deposits in the Cash Account, the obligations of E*TRADE Australia do not represent deposits or other liabilities of ANZ. ANZ does not guarantee the obligations of E*TRADE Australia. © ETRADE Australia Securities Ltd 2012.  E*TRADE and the E*TRADE logo are registered trademarks of E*TRADE Financial Corporation (E*TRADE Financial).  E*TRADE Financial has granted E*TRADE Australia the right to use certain registered trademarks. E*TRADE Australia is not an affiliate of E*TRADE Financial. 

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